GROUP BENEFITS

WHAT WE OFFER

William Wealth works with all sizes of companies to develop employer-sponsored group benefit plans that meet the needs of growing businesses. By implementing robust benefits plans, companies are able to increase their compensation offering as a means of both attracting and retaining top talent.

Our process begins with a discovery session to identify your company’s needs. From there, we build out plan options that may include health and dental coverage and group retirement savings before connecting with various insurers. We then compare the various quotes we receive, present them to company representatives for feedback, and make changes as necessary until full satisfaction has been achieved.

We also provide individualized financial and investment planning to top company executives as a way of adding value to our group benefits relationship. Our goal is to ensure that the firms we work with receive excellent service.

We work with firms ranging from small-to-medium sized private firms to publicly traded companies and are happy to support businesses that aim to create a positive environment for their most important stakeholders: their employees.